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BNY

Bank of New York Mellon

1,080 hedge funds and large institutions have $36.9B invested in Bank of New York Mellon in 2021 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 377 increasing their positions, 366 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 80

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

7% more capital invested

Capital invested by funds: $34.4B → $36.9B (+$2.52B)

2% more funds holding

Funds holding: 1,0601,080 (+20)

3% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 366

0.56% less ownership

Funds ownership: 83.19%82.63% (-0.56%)

18% less call options, than puts

Call options by funds: $141M | Put options by funds: $171M

Holders
1,080
Holders Change
+20
Holders Change %
+1.89%
% of All Funds
18.8%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.35%
New
109
Increased
377
Reduced
366
Closed
80
Calls
$141M
Puts
$171M
Net Calls
-$30.4M
Net Calls Change
-$7.75M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1076
Centerpoint Advisors
Massachusetts
$1K
GWMIA
1077
Global Wealth Management Investment Advisory
Florida
$1K
SJIM
1078
St. Johns Investment Management
Florida
$1K +$500 +10 New
BBHC
1079
Brown Brothers Harriman & Co
New York
$16 -$8.11K -162 -34%
WIM
1080
Westside Investment Management
California
$8 +$8.05K +161 New
WCM
1081
Wedge Capital Management
North Carolina
-$32M -676,727 Closed
MSE
1082
MUFG Securities EMEA
United Kingdom
-$32M -676,000 Closed
JAM
1083
Jupiter Asset Management
United Kingdom
-$11.3M -239,384 Closed
Financial Engines Advisors
1084
Financial Engines Advisors
California
-$10.5M -222,075 Closed
GG
1085
Greenwood Gearhart
Arkansas
-$8.01M -169,294 Closed
IIM
1086
Intact Investment Management
Quebec, Canada
-$6.71M -141,800 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
1087
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$6.33M -133,914 Closed
ELI
1088
Empire Life Investments
Ontario, Canada
-$4.74M -100,193 Closed
CC
1089
Cipher Capital
New York
-$4.2M -88,907 Closed
IPAM
1090
ICICI Prudential Asset Management
India
-$4.23M -88,400 Closed
MF
1091
Magnetar Financial
Illinois
-$3.41M -72,041 Closed
DHFB
1092
Dixon Hubard Feinour & Brown
Virginia
-$2.23M -54,751 Closed
Voloridge Investment Management
1093
Voloridge Investment Management
Florida
-$2.44M -51,530 Closed
WorldQuant Millennium Advisors
1094
WorldQuant Millennium Advisors
New York
-$2.08M -44,098 Closed
Marshall Wace
1095
Marshall Wace
United Kingdom
-$1.99M -42,125 Closed
PP
1096
Paloma Partners
Connecticut
-$1.98M -41,770 Closed
CG
1097
Colony Group
Massachusetts
-$1.96M -41,425 Closed
FCM
1098
FJ Capital Management
Virginia
-$1.6M -33,900 Closed
SW
1099
SteelPeak Wealth
California
-$1.58M -33,471 Closed
WCM
1100
Weld Capital Management
New York
-$1.45M -30,626 Closed

BNY Hedge Fund Activity: Q2 2021 in Review

1,080 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2021, worth a combined $36.9B — up 7.3% from $34.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new BNY positions and 80 closed out — a net gain of 29 holders — while 377 added to existing stakes and 366 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $263M. The largest seller was Balyasny Asset Management, cutting an estimated $143M.

  • 1,080 institutional investors held Bank of New York Mellon (BNY) as of Q2 2021, up from 1,060 in Q1 2021.
  • Funds reported $36.9B of Bank of New York Mellon stock for Q2 2021, up 7.3% quarter-over-quarter.
  • 109 funds opened new Bank of New York Mellon positions in Q2 2021 and 80 closed out, a net change of +29 holders.
  • The largest Bank of New York Mellon buyer in Q2 2021 was Victory Capital Management, an estimated $263M added.
  • The largest Bank of New York Mellon seller in Q2 2021 was Balyasny Asset Management, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2021.